This article first appeared on GuruFocus .
Tesla Inc. ( TSLA , Financials ), the electric vehicle maker expanding into heavy-duty trucking , is starting to build out one of the pieces its Semi needs to grow: places to charge.
Tesla will operate high-power charging stations at three new Forum Mobility electric truck depots in California.
The sites in Ontario and Oakland will use Tesla's Megawatt Charging System alongside standard CCS charging ports. Together, Forum is adding 30 megawatts of charging capacity.
There is already evidence that trucks are coming. At Forum's Santa Fe facility in Rancho Dominguez, fleet operators have committed to more than 330 Tesla Semis. The depot will also serve other commercial electric trucks.
Forum already operates Tesla Megachargers at its Port of Long Beach location, which opened in late 2024.
The expansion matters because selling electric trucks is only part of the challenge. Large commercial fleets also need reliable charging infrastructure capable of putting trucks back on the road quickly.
Tesla is preparing to take the Semi beyond North America, with a European launch planned for next year.
That makes California an important proving ground. The next test is whether growing charging access can turn those early fleet commitments into a much broader Semi rollout.
